Founded in 2023 by former Magellan Asset Management executives Kris Webster and Michael Poulsen, Canopy Investors brings over 40 years of collective investment experience to global small and mid-cap equity management. The co-founders worked together for over a decade at Magellan, where Webster served as Head of Global Investments managing a 20-analyst team and Poulsen co-managed the High Conviction Fund. Their partnership with Bennelong Funds Management in 2024 allows them to focus on investment management while leveraging established operational infrastructure. The team includes additional portfolio manager Jack McManus and investment analyst Emmily Lau, providing depth to their collaborative investment process.

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Canopy Investors employs a 'duration arbitrage' strategy, capitalizing on mispricing that occurs when the market's short-term focus creates disconnects with long-term business fundamentals. The firm believes conviction built through deep, fundamental research enables them to see through market noise and act with confidence when opportunities arise. Quality and valuation drives portfolio construction, overlaid with rigorous risk controls and concentration limits. The investment approach is fundamental, technology-enabled, and collaborative, focusing on companies with demonstrable competitive advantages, aligned management, strong financial results, and favorable ESG characteristics.

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